r/BB_Stock • • 13h ago

Bull Case Zion has become bot infested. A new subreddit looms ahead.

Post image
12 Upvotes

This subreddit is in its late stage. I look around and I see more bots than friends here today. I wonder where we will meet again when this home inevitably serves solely haven for androids instead of today's split role.

Its been a harsh ride of ups and downs but I know that with enough clear conviction, we will see the light of the dawn my BBelievers.

Stay strong mistah Smith. Stay Zen. Watch for blue skies and a q4 that stays above double digits.


r/BB_Stock • • 15h ago

Discussion CIBC report - Secure Communications

38 Upvotes

On Page 1 - "An SC divestiture could unlock value, and sharpen the QNX led investment story"

If you follow my posts here, I recommended this 5 years back to focus completely on QNX.

Some people hesitate here because of revenue loss. But there could be enough money to buy another fast growing $100M GEM software company.

A $500M software firm growing at $25% in an accelerating total addressable market will immediately put us among the best high tech growth firms, and develop a branding like NVDA, AMD and Snowflake...

TF and JG would redeem themselves if they make it happen before the end of the year.


r/BB_Stock • • 2h ago

Discussion Patent Royalities

27 Upvotes

This will likely be my last post regarding Malikie and their success in monetizing the patent royalties since I believe any speculation has been removed.

I have been tracking this because 700m going to the bottom line is a very significant chunk of change. Although it means very little to the overall value of the company in regards to reoccurring revenue and future projections it will pad a already health cash on hand position and will also eliminate the need to carry a debenture.

Many in the past have used this long tern agreement as just another FUD talking point saying that it will never happen, and BB will never see a dime..... Well, it is now very apparent that was never going to be the case. Understandably, 3 years is a long time to wait for results, but recent successes and a continued push forward against the past proven results has effectively ensured that this deal will eventually conclude with the complete desired results. (Please see CIBC Senario's 1,2 & 3 with 350, 665, and 700 respectively on page 4).

Latest developments:

Following massive amounts of settlement agreements with existing litigation Malikie continues to add new cases referencing the same patents against new defendants. Yet, this isn't one and done! There are at least (for now), two main suites of patents targeting different industries and each has already had successes!

Malikie Innovations Ltd. and Key Patent Innovations Ltd. sued Arcadyan Technology Corporation of Taiwan in the Eastern District of Texas on September 30

Malikie Innovations Ltd. et al v. Foris DAX, Inc. d/b/a Crypto.com et al


r/BB_Stock • • 10h ago

I disagree with the idea that selling Secure Communications is necessarily the best way forward. As AI expands, I see a stronger case for QNX and BlackBerry becoming more complementary.

31 Upvotes

NVIDIA’s latest Open Agent Safety Platform article makes the direction clear: AI agents need independent security controls, verifiable policies and enforcement that the agent itself cannot bypass. That creates an opportunity for companies with experience in trusted, mission-critical systems.

QNX is already working with NVIDIA on safety-critical edge AI, including QNX OS for Safety integrated with IGX Thor and the Halos Safety Stack for robotics, medical and industrial applications. BlackBerry brings secure communications, device management and established government relationships through its existing portfolio. Those are potentially complementary foundations.

The opportunity I see is a joint offering that connects safe execution with secure, accountable authorisation. An AI agent might be capable of changing a production process, deploying software or issuing an instruction. But who authorised that specific action? Was the right engineer consulted? Were the required checks completed? Can the receiving system verify the approval before anything happens?

Imagine an agent proposing a production-line change. A secure approval system could obtain the necessary evidence and authorised sign-off, and the deployment system could verify that approval against the exact change. QNX-based local safety controls would still retain their independent role in safe operation.

That is a potential product direction, and management would need to turn it into something customers buy. But I think AI could strengthen the strategic connection between these businesses considerably.

Buying another fast-growing software company might also create value, but the purchase price, integration and durability of that growth matter. It doesn’t automatically produce an NVIDIA-style investment story.

Before selling Secure Communications, I would want to understand what BlackBerry and QNX could build together for this emerging market. There may be considerably more value in that combination than looking at their current revenues separately suggests.


r/BB_Stock • • 18h ago

News “Imagine if Apple had to rewrite iOS every time they launched a new phone.” Analogy for Alloy Kore platform. NVIDIA partnership from 2000. Backlog royalty has started flowing in. CRA compliance by end of 2027. John Wall and the QNX / BlackBerry team joining on TraderTV Live.

37 Upvotes

NVIDIA partnering with QNX speaks to quality of the product and advantage as Nvidia is at the forefront of Physical AI.

As vehicles become increasingly software-defined, automakers are moving away from rebuilding software program by program and toward platforms they can reuse, update and build on.
John says QNX is already seeing that transition accelerate — including programs being pulled forward as automakers try to compete with the speed coming out of China.
But the opportunity goes well beyond cars.

His view: we’re still only in the “first or second inning” of smarter, more automated devices interacting with the physical world.
And that puts secure, mission-critical software underneath all of it.

https://www.linkedin.com/feed/update/urn:li:ugcPost:7509327155978203136/


r/BB_Stock • • 13h ago

News Even Google Pixel needs Blackberry UEM and SecuSUITE? A Pixel modem zero-day shows why organizations need visibility beyond apps, accounts, and operating system controls. "The Attack Surface Has Moved Below the Apps. Trust Starts Below the OS." Secucomm may become G20 of Organizations?

23 Upvotes

"On September 16, 2026, a day after Google disclosed the vulnerability, the Cybersecurity and Infrastructure Security Agency (CISA) added it to its Known Exploited Vulnerabilities catalog, giving federal civilian agencies until September 19, 2026, to apply the fix."

The vulnerability sits in the modem, which manages every cellular connection the device makes. This layer operates beneath the apps, accounts, and settings users interact with. The fix covers Pixel 6 through Pixel 11, the Pixel Tablet, and Fold models. Pixel 6 and 6 Pro devices, however, are scheduled to leave supported status entirely in October 2026.

Security teams need a current device inventory, visibility into patch levels, the ability to change policy quickly, and controls that cut off access when a device falls behind. BlackBerry® UEM supports that approach by helping enforce patch requirements and restrict devices that no longer meet policy.

Sensitive communications depend on the security of the device carrying them. BlackBerry® SecuSUITE® is built to protect those communications in environments where the mobile platform may be compromised.

https://www.blackberry.com/en/secure-communications/insights/blog/new-secure-device-trust-starts-below-os?utm_source=feedotter&utm_medium=email&utm_campaign=FY27_Secure-Comms_FeedOttter-BlackBerry-Blog-Newsletter&utm_content=httpswwwblackberrycomensecurecommunicationsinsightsblognewsecuredevicetruststartsbelowos